DOSSIER · 13F Holders · Q3 2026
DMAR

FIRST TR EXCHNG TRADED FD VI

108 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F615·108 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$129M
visible holders
Holders
108
filers reporting
Concentration
23.70%
DWM Financial Group, Inc. #1
top holder share
AI Holders Summary · Q3 2026

108 institutions reported DMAR in Q3 2026. DWM Financial Group, Inc. leads at 23.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DWM Financial Group, Inc.
CIK 0001759545
$31M670K23.98%Q3 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M353K0.00%Q2 2026
03
Spectrum Asset Management, Inc. (NB/CA)
CIK 0001632078
$11M246K3.25%Q3 2026
04
Kestra Advisory Services, LLC
CIK 0001830819
$8M166K0.02%Q3 2026
05
Decker Wealth Management LLC
CIK 0002129751
$8M166K1.54%Q3 2026
06
Cetera Investment Advisers
CIK 0001666741
$7M167K0.01%Q2 2026
07
Wood Tarver Financial Group, LLC
CIK 0002059344
$7M157K1.84%Q1 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M105K0.01%Q3 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M100K0.01%Q3 2026
10
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$4M97K0.22%Q3 2026
11
LPL Financial LLC
CIK 0001403438
$4M93K0.00%Q3 2026
12
HICKORY ASSET MANAGEMENT, INC.
CIK 0002053626
$4M94K3.09%Q2 2025
13
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$4M80K0.05%Q3 2026
14
Ethic Inc.
CIK 0001780570
$3M73K0.04%Q3 2026
15
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M63K0.00%Q3 2026
16
CWM, LLC
CIK 0001535847
$3M64K0.01%Q1 2026
17
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M53K0.00%Q2 2026
18
REAP Financial Group, LLC
CIK 0002048581
$2M48K0.36%Q3 2026
19
Ignite Planners, LLC
CIK 0001849348
$2M41K0.24%Q3 2026
20
UPTICK PARTNERS, LLC
CIK 0002005353
$2M34K0.21%Q3 2026
Page 1 of 6
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Insiders at FIRST TR EXCHNG TRADED FD VI
Muckelrath Ralph F →Stephens Joseph L →